Glenn Price Jr. is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked at Brookstone Capital Management since 2017 and Keystone Financial Resources, LLC since 2010. Outside of his advisory roles, he is the owner of Keystone Financial Group, which conducts insurance services, client seminars, and reviews. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm offers discretionary portfolio management through a turnkey asset management platform, utilizing strategic asset-allocation models, a variety of investment strategies, and both proprietary and external sub-advisors.

Billy Lynch Jr. is a financial advisor at D.A. Davidson & Co. with 47 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked for Raymond James & Associates. Outside of advising, he is involved in a partnership that purchases residential properties to sell or rent. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, modular and comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Erin Arnett is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. She previously worked at Jackson National Life Distributors LLC for ten years before joining Kestra in 2021. Outside of her advisory role, she serves as a City Ambassador and chapter host for a local women's networking group in Tennessee and is the owner and financial expert of an online training course focused on the financial aspects of divorce. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions, managing approximately $79.8 billion in assets.

Katherine Fowler is a financial advisor at Brookstone Capital Management LLC with 19 years of industry experience. She holds Series 63 and Series 65 designations. Her prior roles include positions at Wealth Access, United Income, Inc., and Envision Wealth Planning. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily on a discretionary basis through various account types and model portfolios, supporting a large advisor network with back-office and turnkey asset management platform services.

Thomas Lazenby II is a financial advisor with Private Advisor Group, LLC and holds the Series 63 and Series 65 designations. He has 27 years of industry experience, including 18 years at Stifel Nicolaus & Co Inc and prior roles at Powell Johnson, Wells Fargo Clearing, and Prudential Equity Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, leveraging technology platforms and offering a range of investment approaches and third-party manager options.

Andrew Barron is a financial advisor at Fifth Third Securities, Inc. in Franklin, TN, holding Series 63 and Series 65 credentials with two years of industry experience. His prior work experience includes roles at Keller Williams and AT&T. Fifth Third Securities serves a diverse client base that includes individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, combining third-party portfolio managers with advisor-directed models and strategies such as tax-overlay and direct indexing.

Charles Bagley is a financial advisor with Empower Advisory Group in Franklin, TN, holding ChFC® and Series 63 designations and bringing 34 years of industry experience. His prior roles include positions at Advised Assets Group, LLC, GWFS Equities, Inc, and Mutual of America Securities Corporation. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders, delivering integrated services tied to Empower’s recordkeeping and administrative platforms.

Jeffrey Nicholson is a financial advisor at NewEdge Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at Ameriprise, Southern Medical Technologies, AT&T, and held teaching positions at The University of Alabama and Jasper High School. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a wide range of portfolio management and consulting services and employs multiple program structures combining in-house and third-party management with technology-supported solutions.

William Swafford is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and over 11 years of industry experience. He has been with Bankers Life and its affiliated entities since 2011, managing a team of agents and overseeing hiring and training. In addition to advising, he is involved in insurance sales including Medicare Supplement, annuities, life, health, and long-term care products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and ongoing portfolio management aligned with clients' goals and risk tolerances.

Basil Lamastus is a CFP® certificant with 29 years of industry experience, currently serving at NewEdge Advisors since 2026. His prior roles include positions at Ameriprise and Wells Fargo Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through independent investment adviser representatives. The firm offers comprehensive portfolio management, financial planning, retirement and pension consulting, and access to various advisory programs, utilizing a range of program structures and technology tools to support both advisors and clients.

George Myers is a financial advisor with Money Concepts Capital Corp who holds Series 65 and Series 63 licenses and has 31 years of industry experience. He has been with Money Concepts Capital Corp since 2015 and serves as president of Premier Capital Management, a firm he has been involved with since 1997. Money Concepts Capital Corp provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset allocation approaches alongside third-party managers and offers both discretionary and non-discretionary portfolio programs.

Courtney Boatright is a financial advisor with Bankers Life Advisory Services, Inc. She holds a Series 66 designation and has four years of industry experience. Prior to her current role, she worked at Williamson Medical Center and in local government. In addition to her advisory work, she is also an agent for Bankers Life and Casualty Company, writing Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a mix of fundamental, technical, and cyclical analysis to guide investment decisions.

Joshua Levine is a financial advisor with Money Concepts Capital Corp in Franklin, TN, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been affiliated with Palms Casino Resort since 2005. Outside of his advisory role, Levine serves on the board of directors for a travel baseball organization and acts as a pitching coordinator for a related charity. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages assets through a combination of model portfolios, advisor-designed strategies, and third-party sub-advisers, employing fundamental and technical analysis alongside modern portfolio theory.

Gregory Lynch is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and over 10 years of industry experience. He previously worked at FOUNDATIONS INVESTMENT ADVISORS, LLC for 11 years and has been involved with Pivotal Financial and Insurance Services, LLC since 2010, where he provides insurance and non-legal estate planning administrative services. Lynch is also engaged with Estate Planning Document Services. AE Wealth Management offers fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and supports third-party RIAs through sub-advisory and model-licensing arrangements, managing approximately $49.8 billion across more than 127,000 clients.

Syed Masood is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities and Fifth Third Bank since 2022. His prior roles include positions at Guidance Residential LLC and various financial institutions in the Middle East. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Nolan Pattee is a financial advisor with Bankers Life Advisory Services, Inc. in Brentwood, TN, holding Series 63 and Series 65 registrations and bringing 16 years of industry experience. He has been with Bankers Life Securities, Inc. since 2016 and associated with Bankers Life & Casualty Co. since 2014, where he also serves as an Assistant Regional Director and Branch Sales Manager. Outside of advising, Pattee is involved in real estate investment, owning multiple rental properties and partnering in the rehabilitation of a 44-unit apartment complex. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm utilizes a combination of fundamental, technical, and cyclical analysis to create customized portfolios aligned with client goals and risk tolerances.

Christopher Lynch is a CFP® professional with 26 years of industry experience, currently affiliated with D.A. Davidson & Co. since 2024. Prior to this, he spent 18 years at Raymond James & Associates. He serves as a board member of the MTSU Foundation. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable organizations, providing a range of financial planning and investment management solutions under fiduciary standards.

Randall Fritts is a ChFC® and Series 65-registered financial advisor with 14 years of industry experience. He is affiliated with Brookstone Capital Management LLC and Elevated Wealth Management, LLC. Fritts has worked at Brookstone Capital Management since 2016 and has been involved with Elevated Wealth Management as an owner and insurance sales representative. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and sub-advisory relationships.

Therese Herzog is a financial advisor with Voya Financial Advisors, Inc. She holds a Series 66 credential and has six years of industry experience. Her prior work includes roles at Cetera and Southwestern Law School. Voya Financial Advisors serves a diverse client base, including individuals, institutions, and retirement plan sponsors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm emphasizes recommendation-based advice through multiple program structures, including Unified Managed Account wrap programs and third-party money manager access.

Rami Abdelhadi is a financial advisor at NewEdge Advisors with 27 years of industry experience. He holds a Series 63 designation and previously worked at Ameriprise and Ameriprise Financial Services for a combined 21 years. Outside of advisory work, he is involved in non-investment-related business ownership. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, including high-net-worth clients, as well as pension plans, corporations, and charitable organizations through a network of independent adviser representatives. The firm offers a range of portfolio management and consulting services, utilizing a combination of in-house and third-party strategies supported by technology and centralized due diligence.